Multi Asset: Technical Pre Sales - Vice President

MSCI Inc; New York (NY); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Flexible working arrangements

Learning & development platforms

Global ERGs and inclusion programs

Competitive compensation

Job summary

MSCI Inc. is seeking an Americas Analytics Technical Sales Specialist to drive new sales, upsales, and revenue by demonstrating MSCI’s analytics suite.

You will tailor demos and POCs by understanding client investment workflows, leveraging AI and data APIs, and collaborating with Sales, Product, and Research to shorten sales cycles. The role emphasizes strong communication, quantitative risk understanding, and the ability to deliver value through multiple channels and platforms, including APIs

Qualifications

• Bachelor degree in a quantitative field or closely related.
• Postgraduate qualification in Finance enhances suitability.
• 5–10 years of client-facing presales/solutions consulting/technical sales in finance assets.

Responsibilities

• Engage prospects to understand investment strategies and deliver tailored demos, POCs, and trials.
• Analyze portfolio data to craft evidence-based engagement narratives that shorten the sales cycle.
• Deliver high-impact demos and present results to senior stakeholders in clients.
• Leverage AI-powered tools to enhance prep, automate analysis, and identify upsell signals.
• Coordinate between Sales, Product, and Research to ensure a seamless presales experience.
• Surface insights to product/research to influence roadmaps and enhancements.

Skills

AI tools

Programming

SQL

Python

Excel VBA

Data APIs

Presentation skills

Financial markets

Risk models

Communication

Education

Bachelor degree (Math/Physics/Engineering/Statistics/Finance)

Postgraduate Finance qualification (MBA/MSc/PGDM/PhD)

Tools

SaaS analytics platforms

APIs

Excel

XML

Snowflake

Job description

Your Team Responsibilities

The Americas Analytics Technical Sales Specialist (TSS) role within MSCI’s Coverage team contributes to the success of new sales, upsales, and associated revenue generation within the MSCI Analytics segment. This role drive sales and upsales during the benefits positioning stage of the sales cycle with successful team members generating and delivering analytical output to prospects and clients. You will play a pivotal role in ensuring MSCI’s prospects and clients realize the value of the full suite of analytic offerings focusing on functional positioning, product differentiation and a client driven pitch - a prerequisite to shorten the sales cycle and influence commercial negotiations. The team is focused on showcasing MSCI’s strengths and growth areas via multiple channels including internal applications and services, APIs, and 3rd party platforms. If you are relentlessly client-focused, excel at positioning MSCI’s solutions, have the ability to quickly understand client use cases and needs, and are ready to seize opportunities, this is your opportunity to make a difference.

Your Key Ressponsibilities

• Engage prospective clients to deeply understand their investment strategies, workflows, and use cases — translating that insight into compelling, tailored demos, POCs, and trials
• Analyze prospect- and client-supplied single portfolio and multi-asset class portfolio and market data to build targeted, evidence-based engagement narratives that accelerate conviction and shorten the sales cycle
• Deliver high-impact application demos and present analytical results directly to senior investment, risk, and operations stakeholders at prospective client firms
• Leverage AI-powered tools and workflows to enhance demo preparation, automate data analysis, personalize client pitches, and identify upsell signals across the prospect pipeline
• Serve as a connective layer between Sales, Product, and Research — ensuring the presales experience is seamless, consistent, and commercially focused
• Proactively surface prospect and client insights to internal product and research teams, functioning as a feedback loop that shapes roadmap priorities and solution enhancements
• Guide prospects through trial phases with structured onboarding, methodology education, and use-case-driven training — ensuring they extract meaningful value from MSCI's tools before a commercial decision is made
• Identify, design, and POC creative workaround or custom solutions that bridge gaps between existing product capabilities and specific client requirements
• Analyzing portfolio risk and performance, generating reports, crafting presentations, and providing commentaries to help position the benefits of MSCI tools

Your skills and experience that will help you excel

• Bachelor Degree in Mathematics, Physics, Engineering, Statistics, Finance or similar subjects
• Post graduate qualification in Finance (M.Sc./M.B.A./P.G.D.M./Ph.D)
• 5–10 years of experience in a client-facing presales, solutions consulting, or technical sales role within asset management, private markets, financial services, or fintech
• Experience and understanding of Equity and/or Multi Asset Class factor models
• Knowledge of derivatives, credit and rate products
• Hands-on experience working with or selling through data APIs, analytics platforms, or SaaS-based financial applications
• Additional qualifications in CFA (US) and/or FRM would be a plus
• Practical experience using AI tools (e.g., generative AI, LLM-based assistants, AI-powered analytics) in a professional context — with the ability to apply them to client engagement, data analysis, presentation development, or workflow automation.
• Familiar with different risk measures and quantitative risk models
• Excellent verbal and written communication skills
• Programming experience desired (Excel Macro/VBA, XML familiarity, Python, SQL/Snowflake)
• Self-starter with strong organizational skills and the ability to handle multiple projects under tight, short-term deadlines while managing client expectations.

About MSCI

What we offer you

• Salary range: $150,000 - $200,000 /year plus eligible for annual bonus.

• Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing.

• Flexible working arrangements, advanced technology, and collaborative workspaces.

• A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results.

• A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients.

• Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, AI Learning Center , LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development.

• Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles.

• We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women’s Leadership Forum.

At MSCI we are passionate about what we do, and we are inspired by our vision – to power better decisions. You’ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry.

MSCI strengthens global markets by connecting participants across the financial ecosystem with a common language. Our research-based data, analytics and indexes, supported by advanced technology, set standards for global investors and help our clients understand risks and opportunities so they can make better decisions and unlock innovation. We serve asset managers and owners, private-market sponsors and investors, hedge funds, wealth managers, banks, insurers and corporates.

MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email [e-mail] and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries.